TRAINING COURSE CATALOG

Size: px
Start display at page:

Download "TRAINING COURSE CATALOG"

Transcription

1 TRAINING COURSE CATALOG Classroom Workshops, Online Training and JobBOSS Learning Pass.

2

3 TABLE OF CONTENTS JOBBOSS TRAINING OVERVIEW 5 TRADITIONAL CLASSROOM TRAINING 6 JobBOSS Job Control Complete 2-Day Workshop 6 JobBOSS Accurate Job Costing Workshop 6 JobBOSS Scheduling Workshop 6 JobBOSS Effective Material Management Workshop 7 JOBBOSS ONLINE TRAINING 8 JobBOSS Track 1: Quote Processing 8 JobBOSS Track 2: Order Processing with Time Entry 8 JobBOSS Track 2.5: Assembly Level Job Creation 8 JobBOSS Track 3: Scheduling 9 JobBOSS Track 4: Material Management 9 JobBOSS Track 5: Shipping, Services, Transfer, Closing 9 JobBOSS Track 6: Job Costing & Reporting 10 JobBOSS Deep Dive: Scheduling 10 JobBOSS Deep Dive: Material Management 10 JobBOSS Deep Dive: Quote Processing 11 JobBOSS Deep Dive: Order Processing 11 JobBOSS Accounting Accounting Setup 11 JobBOSS Accounting Accounts Receivable 12 JobBOSS Accounting Accounts Payable & General Ledger 12 JobBOSS Data Collection Automation for the Shop Floor 12 JobBOSS Sales Order Processing Flexibility in Order Processing 13

4 JobBOSS ShopBOSS Scheduling Essentials 13 Microsoft SQL Server Administration Introduction 13 REPORT WRITING 14 Crystal Reports Introduction for JobBOSS Users 14 Crystal Reports Intermediate Crystal Reports Advanced Crystal Reports Advanced Formulas JobBOSS Reporting with Microsoft Office KnowledgeSync with JobBOSS Beyond the Basics Introduction to KnowledgeSync with the JobBOSS EventPak JOBBOSS SYNERGY INTEGRATION Synergy Enterprise Administration and User Setup Introduction To Synergy for JobBOSS Users Defining Workflow Requests in Synergy Enterprise Managing Your Workflow using Synergy Enterprise Creating and Maintaining Customer Accounts Managing the Customer Quote Cycle Understanding the JobBOSS CRM Dashboard & Reporting in Synergy

5 TRAINING COURSE CATALOG 5 JOBBOSS TRAINING Michigan Ladder Company Dave Law Purchasing Manager The [Exact] instructors are the best I ve had in my career in business. A Flexible Training Solution to Fit Every Company With the majority of classes offered online, you and your staff will learn more effective and efficient ways of using your Exact product without incurring travel expenses or time out of the office. Additionally, all classes are conducted in an open communication environment, allowing you to share knowledge and gain insight from other Exact customers, and many courses utilize a virtual lab server, providing immediate hands-on experience. Many customers still prefer the traditional method of training. While each classroom course represents up to five days of participation, classroom training remains one of the most effective vehicles for anyone seeking complete understanding of your Exact product. Learning Pass Maximize Your ROI Invest in your employees with this business-critical training and receive the highest return on your investment. With a Learning Pass Training Plan, you can send named license users, to online courses, any number of times, for one full year. Exact Americas Training: Phone: To learn more or to receive a free quote, contact your Exact sales rep, or visit us on Exact s customer portal at customers.exact.com. Continuing Professional Education Exact Americas is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the: National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, Web site: Benefits of Exact Learning Pass including: Reduced reliance on internal power users to provide training Empowered users develop out-of-thebox thinking & create efficiencies Access to internet-based training courses Zero travel expense, minimal downtime and disruption Simplified budgeting and planning process to meet training needs Convenience of internet-based training in 2 to 4 hour sessions Ideal for new employees or employees in new roles Learning Pass is available for: JobBOSS JobBOSS Synergy Integration Report Writing with JobBOSS The Learning Pass Training Plan offers the most cost-efficient return on your investment with many seeing the plan pay for itself in just a few classes!

6 6 TRAINING COURSE CATALOG 1: TRADITIONAL CLASSROOM TRAINING JOBBOSS JOB CONTROL COMPLETE 2-DAY WORKSHOP JobBOSS 101. This hands-on comprehensive course introduces users to the entire core of JobBOSS Job Control modules. This course teaches the features, functions and how and when to apply them in your shop. Those users that have been newly hired at a business currently using JobBOSS. Those users that have just installed the JobBOSS software. Those users that currently use an older version of JobBOSS and are planning to upgrade to the current version. JobBOSS Navigation On-Demand JobBOSS Job Control On-Demand focusing on Job entry and Scheduling Understand the logical flow of creating quotes and job orders as well as basic scheduling techniques Understand the options that are available for allocating materials to jobs Complete time entries to allocate labor and machine costs to each job created Learn how to properly enter data for materials purchased and sent to outside service vendors Complete the cycle by shipping to customers and closing jobs that were created Understand how to analyze job data using job cost reports and how the costs were added to jobs Delivery Method: Classroom JOBBOSS ACCURATE JOB COSTING WORKSHOP This course will teach users costing options that need to be configured as well as day to day transactions that affect costs. Users will learn how the timing of the these transactions, labor, materials and services, affect the job cost reports as well as Work In Process, Cost of Goods Sold, Inventory, Scrap and Unaccounted for Costs. Anyone who has a responsibility for ensuring that all job costs are correctly collected and entered against jobs as well as a responsibility for correcting any missing or incorrect entries. Any users who take this course should be familiar with basic JobBOSS navigation and how to create a job in JobBOSS. Level: Intermediate JobBOSS Navigation JobBOSS Job Control System Administration Module JobBOSS Track s 1 5 or the JobBOSS Job Control 2 Day Workshop Learn about costing options for labor and inventory transactions Learn how to create job transactions as well as understand when those transactions hit each job Learn which reports to use for costing information as well as managing Work In Process, Cost of Goods Sold, Inventory and Scrap transactions Delivery Method: Classroom JOBBOSS SCHEDULING WORKSHOP Learn how to setup JobBOSS to create capacity for scheduling and manage your schedule using ShopBOSS. Those users responsible for scheduling jobs in their shop, such as Production Planners/ Schedulers, Shop Supervisors and Managers. /Intermediate Users should be comfortable with basic JobBOSS navigation and job creation. Users should have attended all Job Control On Demand prior to attending this workshop. Objectives for 1st half of class: Understand basic JobBOSS Scheduling rules Understand infinite scheduling Enter and maintain shifts for scheduling purposes Create, update and maintain work centers including assigning shifts to calculate resource capacity Learn about added features such as the Projected Delivery function and Release Date field Learn about the new Affects Scheduling function Schedule all jobs in your shop using Global Scheduling Review and understand key Shop Floor Reports Objectives for 2nd half of class: Create and understand the Parent/ Child work center relationship and functionality Understand finite scheduling Set ShopBOSS preferences and options to maximize the module for your shop View your current workload vs. capacity using Shop Become familiar with Work Center and Job Zoom functions and features Have access to key stats using the ShopBOSS Dashboard Create employee work assignments from ShopBOSS so employees know what jobs to work on Delivery Method: Classroom Duration: 14 hours CPE Credits: 14 Cost: $895/student Duration: 7 hours CPE Credits: 7 Cost: $495/student Duration: 7 hours CPE Credits: 7 Cost: $495/student

7 TRAINING COURSE CATALOG 7 JOBBOSS EFFECTIVE MATERIAL MANAGEMENT WORKSHOP Got inventory? Gain a better focus on implementing and managing your company inventory system using reorder points, planning functionality and history reporting. Those users responsible for purchasing and maintaining material inventory such as Material Managers and Buyers. Level: Intermediate Basic understanding of the JobBOSS core functionality and navigation Create Raw Stock and Other material master files Understand how to classify materials Set reorder points and quantities Use Inventory Adjustments and Transfers correctly Use Material Planning to effectively manage inventory Purchase and Issue Inventory Understand history reports for purchasing and forecasting Delivery Method: Classroom Duration: 7 hours CPE Credits: 7 Cost: $495/student

8 8 TRAINING COURSE CATALOG 2: JOBBOSS ONLINE TRAINING JOBBOSS TRACK 1: QUOTE PROCESSING JOBBOSS TRACK 2: ORDER PROCESSING WITH TIME ENTRY JOBBOSS TRACK 2.5: ASSEMBLY LEVEL JOB CREATION Let JobBOSS calculate the price you should be charging for your parts. Learn the basics on how to create a quick quote or a full quote from scratch. This course covers all data entry functions and reporting that is necessary for being successful with implementing quoting within your shop. This course also includes a handson lab to directly apply the information learned. Those users responsible for generating customer quotes; Estimators, Sales Representatives and Order Entry Staff. JobBOSS Navigation On-Demand JobBOSS Job Control System Administration Module On-Demand Understand basic Preferences needed to start quoting Learn how to create a quick quote to start tracking your quotes in JobBOSS today Enter a full quote from scratch including routings and materials needed Modify quotes and quantities based on price breaks and efficiencies Understand key quoting reports used to support quoting Learn how to follow-up and maintain quotes for accurate tracking and customer communication Accurate order entry is the key ingredient to accurate visibility to customer open orders. In this course you will learn how to create a new job from scratch including routings and materials. This course also covers how to copy from previous jobs and/or quotes and discusses how to effectively use time and material jobs and template jobs. This course will then show how to post accurate labor and machine costs to the job to support costing and scheduling of your labor. Those users responsible for entering and maintaining customer orders including Estimators, Order Entry Staff. Schedulers, and Shop Owners/Managers. JobBOSS Navigation On-Demand JobBOSS Job Control System Administration Module On-Demand Understand basic Preferences needed to start Job Entry Learn how to create a quick job to start tracking your orders in JobBOSS today Enter a full job from scratch including routings and materials needed Understand how ShopView and ShopStats are used to support your orders Discuss how to create time and material jobs Learn the importance of template jobs and part masters for efficient data entry for repeat part orders Enter time entry transactions for employees working on jobs to track costs and scheduling time Accurate and timely quote and order entry is the key to maximizing your efficiency in JobBOSS. This hands on training course will teach you the steps necessary to manually create assembly level quotes and jobs, as well as importing data from a CAD application directly into the database using the JobBOSS BOM Import. Those users responsible for entering and maintaining assembly level customer orders including Engineering, Estimators, Order Entry Staff, and Schedulers. JobBOSS Navigation On-Demand JobBOSS Job Control System Administration Module OnDemand Lessons JobBOSS BOM Import Learn how to manually create an assembly level job Learn how to utilize the BOM Import to make job creation quick and easy Understand how to view and manage assembly level jobs once created Delivery Method: Online

9 TRAINING COURSE CATALOG 9 JOBBOSS TRACK 3: SCHEDULING JOBBOSS TRACK 4: MATERIAL MANAGEMENT JOBBOSS TRACK 5: SHIPPING, SERVICES, TRANSFER, CLOSING Let s start scheduling in JobBOSS. Learn the basic settings and functionality necessary to be successful at scheduling your shop in version 11 and higher. This course also includes a hands-on lab to directly apply the information learned. Those users responsible for scheduling jobs in their shop, such as Production Planners/Schedulers, Shop Supervisors and Managers. JobBOSS Navigation On-Demand JobBOSS Job Control System Administration Module On Demand Lessons Understand basic JobBOSS Scheduling rules Learn which preferences are required for scheduling Enter and maintain shifts for scheduling purposes Create, update and maintain work centers including assigning shifts to calculate resource capacity Learn about added features such as the Projected Delivery function and Release Date field Learn about the new Affects Scheduling function Schedule all jobs in your shop using Global Scheduling Review and understand key Shop Floor Reports Got inventory? Gain a better focus on implementing and managing your company inventory system using reorder points, planning functionality and history reporting. Those users responsible for purchasing and maintaining material inventory such as Material Managers and Buyers. JobBOSS Navigation On-Demand JobBOSS Job Control System Administration Module On-Demand Create Raw Stock and Other material master files Understand how to classify materials Set reorder points and quantities Use Inventory Adjustments and Transfers correctly Use Material Planning to effectively manage inventory Purchase and Issue Inventory Understand history reports for purchasing and forecasting Last phase of your job flow includes dealing with Outside Services, shipping your parts, transferring any extras to inventory and lastly actually closing your job and reviewing reports. In this class you will cover all data entry and reporting used to support all four of those functions. Those users responsible for shipping to outside services and/or customers, users who deal with the closing of the job including the costing of parts and transferring of finished parts to inventory. JobBOSS Navigation On-Demand JobBOSS Job Control System Administration Module On-Demand Create all documentation for Outside Service tracking including purchase order and packlist Learn how to create customer packlists and understand how to track over-shipments and backorders Discuss the foundation and costing for transferring finished goods to inventory Review job costing reports to maintain your accurate data on your job Close your job once all transactions are posted Review final reporting Duration: 6 hours CPE Credits: 6 Cost: $600/student Duration: 6 hours CPE Credits: 6 Cost: $600/student

10 10 TRAINING COURSE CATALOG JOBBOSS TRACK 6: JOB COSTING & REPORTING JOBBOSS DEEP DIVE: SCHEDULING JOBBOSS DEEP DIVE: MATERIAL MANAGEMENT Gain control of your data and the flow of costs throughout the system. This course will help you understand costing and the content of data on the JobBOSS Financial Analysis Reports. Those users that will be responsible for reconciling monthly Work In Process, Cost of Goods Sold and Scrap reports, such as Accountants, Controllers and Chief Financial Officers. Level: Intermediate Basic understanding of the Job Control and Accounting modules Understand the flow of data throughout the sub- reports within the Financial Analysis report Get a true understanding of the work in process, cost of goods sold, scrap, and transfers costing Understand what business decisions should be made based on the Financial Analysis reporting Learn how to use different features to schedule your shop that are beyond the basics. Those users that are currently responsible for scheduling in their shop and understand the basics of JobBOSS Scheduling. This class is good for Schedulers, Foreman, Operations Managers, Supervisors, and decision makers that will review and alter schedules in their shop. Level: Intermediate to Advanced Users should be comfortable with basic JobBOSS Scheduling s. Users should have attended the Track 3 course or have a general understanding of scheduling prior to attending this workshop. Work Centers with a focus on capacity How to leverage operations Got maintenance? Be proactive and schedule this in What Affects Scheduling option can do for you Work Station Driver impacts on scheduling Global Scheduling Key Shop Floor Reports ShopBOSS Preference must-have s Parent-Child Work Center relationship Finite scheduling: Why and why to use this The Firm Zone Workload vs. Capacity using Shop Work Center vs. Job Zoom functions and features Key stats using the ShopBOSS Dashboard Employee work assignments from ShopBOSS Delivery Method: Online Discover additional features and functionalities to gain more control of your materials and planning. Users who are currently responsible for material planning and purchasing and have an understanding of the basic JobBOSS Material management functionalities. This class is designed for Material Planners, Buyers, Operations Managers, Foreman and Material Managers whose positions focus on inventory control and the purchasing of materials for jobs and to stock. Level: intermediate Attendees should be familiar with basic JobBOSS Material Management functionalities and have completed the Track 4: Material Management virtual course. Use the Find and Replace Utility to change existing Material ID s Learn to re-type existing material types Develop new ways to use the Material Class field Use lead days to better plan purchasing Review buy for stock and buy for job materials Track how material costs are added to quotes and jobs Change the average cost on a material Price breaks When to use Apply Current Unit Costs Create RFQ s and award vendors Material Due Dates and affect scheduling Add material requirements to a job from purchasing How to use the Revision field effectively for Purchasing Orders More on Job Receiving Issue Quantity field in Pick Materials Effective transfer for excess materials and finished goods Delivery Method: Online Duration: 6 hours CPE Credits: 6 Cost: $600/student Duration: 6 hours CPE Credits: 6 Cost: $600/student Duration: 6 hours CPE Credits: 6 Cost: $600/student

11 TRAINING COURSE CATALOG 11 JOBBOSS DEEP DIVE: QUOTE PROCESSING JOBBOSS DEEP DIVE: ORDER PROCESSING JOBBOSS ACCOUNTING ACCOUNTING SETUP Learn how to use additional features of JobBOSS during the Quoting process. Those users responsible for scheduling jobs in their shop, such as Production Planners/Schedulers, Shop Supervisors and Managers. Level: Intermediate Users should be comfortable with basic JobBOSS navigation and quote creation. Users should also have attended Track 1 online class and all Job Control OnDemand prior to attending this workshop. Understand the JobBOSS quoting process Understand variations that can be made on a quote Understand how information specific to a quantity can affect a quote Learn about profit vs. markup Create component quotes Learn about features such as the Projected Delivery, Template Quotes and Part History Delivery Method: Online Learn how to setup JobBOSS to create jobs in the most efficient way and to use the most appropriate job type. Those users responsible for creating jobs in their shop, such as Managers and Planners. Level: Intermediate Users should be comfortable with JobBOSS navigation and job creation. Users should have attended the Track 2 online class and all Job Control OnDemand prior to attending this workshop. Learn the benefits of and difference between job types Understand how Blanket Orders, Release Jobs, Sales Orders and Split Jobs work Create Component/Assembly level jobs Practice how the adjusting of fields in the Routing tab affect overall job cost and total job time View the MRP Utility Delivery Method: Online This hands-on training will help to start the implementation of the accounting modules off on the right foot. Learn the setup requirements and processes needed for a smooth transition from your current accounting system to JobBOSS. Those users that will be accessing the accounting modules on a daily basis, such as AP/AR Clerks, Accountants, Controllers and Credit Managers. JobBOSS Accounting and Navigation On-Demand Setup of a functional chart of accounts Enter data into customer and vendor master files to make daily transactions easier Enter your beginning balances for AR, AP and GL for your go live Duration: 4 hours CPE Credits: 4 Cost: $400/student Duration: 4 hours CPE Credits: 4 Cost: $400/student

12 12 TRAINING COURSE CATALOG JOBBOSS ACCOUNTING ACCOUNTS RECEIVABLE This hands-on training course will teach you the daily transactions necessary for using Accounts Receivable with JobBOSS. This includes customer invoicing, customer deposits, and adjustments. Those users that will be accessing the accounting modules on a daily basis, such as AR Clerks, Accountants, Controllers and Credit Managers. JobBOSS Accounting and Navigation On-Demand Enter a variety of customer invoices including prepayments and progress payments Enter and understand the difference between credit memos and adjustments Enter customer and GL cash receipts to your bank accounts Post transactions and Accounts Receivable reporting JOBBOSS ACCOUNTING ACCOUNTS PAYABLE & GENERAL LEDGER This hands-on training course will teach you the daily transactions necessary for using Accounts Payable and the General Ledger with JobBOSS. This includes vendor invoicing and check writing. And General Ledger journal entries, bank reconciliation and monthend closing procedures. Those users that will be accessing the accounting modules on a daily basis, such as AP Clerks, Accountants, Controllers and Credit Managers. JobBOSS Accounting and Navigation On-Demand Enter a variety of vendor invoices both to be applied against jobs and without Create computer check runs and process manual checks Accounts Payable Adjustments vs processing debit memos Posting and Reports for AP General Ledger journal entries Bank reconciliation Month-end closing procedures JOBBOSS DATA COLLECTION AUTOMATION FOR THE SHOP FLOOR Gain visibility into current activity on your shop floor, eliminate data entry errors, and respond to changes immediately with data collection. This course teaches the setup, features and functionality necessary to control the data on your shop floor. Those users that will be responsible for setting up the JobBOSS Data Collection module, and those users that will be responsible for day to day data entry or training users how to use the JobBOSS Data Collection module. These users would include System Administrators, Shop Managers/ Supervisors and Office Managers. Basic understanding of the Job Control modules including Employee master files, Job entry and Time entry Understand how to enter and maintain shifts including rules for each shift Collect information faster by giving employees permission to transactions in Data Collection Eliminate hard-to-read handwritten shop cards and time tickets by entering information directly into the JobBOSS Data Collection system Streamline auditing, correcting and reporting of Data Collection transactions

13 TRAINING COURSE CATALOG 13 JOBBOSS SALES ORDER PROCESSING FLEXIBILITY IN ORDER PROCESSING Enhance your order processing for orders with multiple parts, deliveries and high repeat work. Whether orders are filled by making the part, shipping from stock or re-selling an item from another supplier, this course will show you how to control all of these options with the use of Sales Orders. You will then see how to tie these Sales Orders directly to jobs and purchase order to streamline your process. Those users that will be using the Sales Order entry application, such as Order Entry personnel, Sales Team members and Office Managers. JobBOSS Navigation On-Demand lesson Create multiple jobs from one sales order or link a sales order to an existing purchase order Learn how to access historical sales information while adding a new customer order View on-line item status information of what is on order or in production Enter and use up to three different pricing structures for customer orders JOBBOSS SHOPBOSS SCHEDULING ESSENTIAL ShopBOSS is your key to scheduling. Learn to manage your shop schedule, change shop resources on the fly to drive a true production plan and make critical decisions using the information displayed in ShopBOSS. Have visibility into the production schedule and employee availability. This course also includes a hands-on lab for direct application of what you learn. Those users responsible for scheduling jobs in their shop that have purchased and installed the ShopBOSS module, such as Production Planners/Schedulers, Shop Supervisors and Managers. Level: Intermediate JobBOSS Navigation On-Demand JobBOSS Job Control On-Demand focusing on Job entry and Scheduling Users should also have attended the Schedule It Right training class Create and understand the Parent/ Child work center relationship and functionality Understand finite scheduling vs. infinite scheduling Set ShopBOSS preferences and options to maximize the module for your shop View your current workload vs. capacity using Shop Become familiar with Work Center and Job Zoom functions and features Have access to key stats using the ShopBOSS Dashboard Create employee work assignments from ShopBOSS so employees know what jobs to work on Review and understand key Shop Floor Reports MICROSOFT SQL SERVER ADMINISTRATION INTRODUCTION This course will teach the basic administrative processes that all users of a Microsoft SQL Server based software should know. It is not designed to provide detailed knowledge of the inner workings of the Microsoft SQL Server database engine. It is intended to introduce the attendee to the most important concepts and operations of the SQL Server with a focus on Backup and Restore. Anyone who hasn t had previous training on a Microsoft SQL Server and is responsible for the administration of it. Level: Introductory A basic familiarity with the Windows environment is a must. Having some knowledge of computer networking is helpful, but not necessary. Learn what SQL Server is Learn how the SQL Server stores and organizes data Learn how SQL Server works with user permissions Learn how to protect SQL databases with Backup and Restore Learn how to re-index your tables and defragment the files Conduct a few simple exercises to gain experience with the material presented Duration: 6 hours CPE Credits: 6 Cost: $600/student Duration: 2 hours CPE Credits: 2 Cost: $295/student

14 14 TRAINING COURSE CATALOG 3: REPORT WRITING CRYSTAL REPORTS INTRODUCTION FOR JOBBOSS USERS Calling all new users to Crystal Reports. This course will introduce users to Crystal Reports formatting basics that are needed to create professional, easy-to-read reports. Learn to create simple reports using your own JobBOSS database. Users will also learn to create a new data source connection from scratch. Those users that would like to create new reports using JobBOSS data. None Install tools that will assist users in learning the JobBOSS tables, fields and field types Link to the JobBOSS database to access information Define and layout a simple custom report using one table Create reports with specific selection criteria built into the report Add reports to the JobBOSS menu for easy access CRYSTAL REPORTS INTERMEDIATE Continue your Crystal education using multiple tables and additional functionality to add more information to custom reports. This class will use the connection to the sample database that was created in the Intro Class. Those users that want to create more complex reports using multiple database tables. Level: Intermediate Users attending this class should have attended the Introduction to Crystal reports class or have completed the equivalent qualifying exercise. Users that skipped the Intro class must understand how to create a connection to the Xtreme Sample database that will be used in this class. This sample database can be obtained from the Crystal website at Create custom reports using multiple tables Introduce table linking options and definitions Add flexibility to custom reports with formulas using existing report fields as well as fields that are not displayed on the report Create reports containing sub-reports (drill downs) Create reports with charts Learn how to copy an existing JobBOSS report Learn how to modify a JobBOSS report by adding, removing or suppressing a field CRYSTAL REPORTS ADVANCED Take your knowledge of the Crystal Report Writer deeper with this advanced course. Further continuing the Crystal Report series, you will learn how to take your custom reporting to the next level through multiple tables and additional functionality. This class is for those needing to develop more complex Crystal reports. Level: Advanced Basic understanding of Microsoft Windows Either successful completion of the Crystal Intermediate class or the ability to write advanced crystal reports. Users that skipped the Intro & Intermediate class must understand how to create a connection to the Xtreme Sample database that will be used in this class. This sample database can be obtained from the Crystal website at www. businessobjects.com. Format Multiple Sections Use Running Totals Use Prompting with Parameters Use Sub-reporting as a workaround solution Create Powerful Groups Work with Cross Tabs Duration: 6 hours CPE Credits: 6 Cost: $595/student Duration: 6 hours CPE Credits: 6 Cost: $595/student Duration: 6 hours CPE Credits: 6 Cost: $595/student

15 TRAINING COURSE CATALOG 15 CRYSTAL REPORTS ADVANCED FORMULAS JOBBOSS REPORTING WITH MICROSOFT OFFICE KNOWLEDGESYNC WITH JOBBOSS BEYOND THE BASICS Take your knowledge of the Crystal Report Writer deeper with this advanced course in the use of formulas. Further continuing the Crystal Report series, you will learn how to take your custom reporting to the next level through advanced formulas to present the data you want to present. This class is for those needing to develop a better understanding of the use of Formulas within a Crystal Report. Level: Advanced Basic understanding of Microsoft Windows Either successful completion of the Crystal Reports XI Advanced class or the ability to write advanced Crystal reports. Users that skipped the Introduction & Intermediate class must understand how to create a connection to the Xtreme Sample database that will be used in this class. This sample database can be obtained from the Crystal Reports website at Understand how Crystal Reports processes data Understand the background process Crystal Reports uses when it creates a report Understand which evaluation period to apply to run a formula Learn how to declare variables, assign values to them and use them within a formula Utilize multiple statements in complex formulas Manipulate arrays containing multiple values Review conditional statements Use multiple if then else Statements Understand the formula evaluation time debugger Extract information from the JobBOSS database by using Microsoft Excel, Access and Word to create queries and other documents. Users will also learn about ShopAlert Views in this class. Those users that would like to learn how to formulate queries, basic reports, and ShopAlerts with JobBOSS data. Level: Intermediate Users should understand the basics of Microsoft Excel, Word, and Access Export a JobBOSS report to Excel Create a Macro to modify JobBOSS Reports Create an Excel report from scratch with JobBOSS data Create pivot tables and graphs with selected data Make mailing labels and letters with Excel and Word Create an Access query with JobBOSS data Create a ShopAlert using the Access query In this intermediate level course, using the skills gained in the basics course, students will be exposed to the other methods of output that can be provided from KnowledgeSync. Level: Intermediate None Deliver reports using KnowledgeSync Copy a file Export data to.csv file Create a WebCaster page Practice hands-on to demonstrate your ability to execute all of these Additionally students will see demonstrations of the inbound monitoring system and configuring triggered Events. Duration: 4 hours CPE Credits: 4 Cost: $395/student Duration: 2 hours CPE Credits: 2 Cost: $200/student

16 16 TRAINING COURSE CATALOG INTRODUCTION TO KNOWLEDGESYNC WITH THE JOBBOSS EVENTPAK In this beginner level course, we will cover the various modules of KnowledgeSync and how they work and the structure and creation of queries and description events. Level: Basic Own the KnowledgeSync product Make modifications to the JobBOSS provided EventPak Learn how to create Queries and Events of your own from scratch Output the event created to Duration: 2 hours CPE Credits: 2 Cost: $200/student

17 TRAINING COURSE CATALOG 17 4: JOBBOSS SYNERGY INTEGRATION SYNERGY ENTERPRISE ADMINISTRATION AND USER SETUP The setup and administration with Synergy is critical for the overall use of Synergy. This course is geared towards the Synergy Administrators. Users must be administrators of the system in order create users and manage users. Those people who will be the managers/ administrators of Exact Synergy Enterprise (ESE). ESE should be installed on your server so that administrators can get started immediately with entering roles and users. Learn about roles and permissions in ESE Creating new users Assigning roles to users Learn how the JobBOSS to ESE integration functions Microsoft Office Integration and ESE Background jobs (these are used to manage ESE) INTRODUCTION TO SYNERGY FOR JOBBOSS USERS What is Exact Synergy Enterprise (ESE)? What can it do for me? How do I begin using it? Learn the answers to these questions and much more in this introductory session. You will walk away with a solid understanding of Exact Synergy Enterprise (ESE) and the skills needed to begin exploring your new environment. All users of Exact Synergy Enterprise Understanding of internet navigation and basic computer use Understand the concept of Exact Synergy Enterprise Understand the JobBOSS integration with Exact Synergy Enterprise Navigate within Exact Synergy Enterprise Customize the Exact Synergy Enterprise environment Search for information in Exact Synergy Enterprise View and modify a resource card in ESE Follow a workflow request from start to finish in ESE and JobBOSS DEFINING WORKFLOW REQUESTS IN SYNERGY ENTERPRISE Business processes drive all of the tasks in your company. Learn how to maximize the power of customizing your workflow requests to effectively manage your business processes. Who should attend: ESE Administrators and those responsible for customizing processes in Synergy. Those people, in an organization who are responsible for the design and customizing of workflow requests must attend this course to understand the full capability available to automate their processes. Intro to Exact Synergy Enterprise Synergy Enterprise User Admin and Setup Learn the setup and configuration of a simple task Learn how to modify existing requests Creating User Defined Roles Creating requests from scratch Duration: 6 hours CPE Credits: 6 Cost: $600/student

18 18 TRAINING COURSE CATALOG MANAGING YOUR WORKFLOW USING SYNERGY ENTERPRISE CREATING AND MAINTAINING CUSTOMER ACCOUNTS MANAGING THE CUSTOMER QUOTE CYCLE How do I manage the items in my workflow? I just created a request. Where did it go? In this class you will fully understand the concepts of what requests are, how they flow, how to manage your requests in your Workflow, how to address open requests, and lastly how to search out previously created requests for further follow up. All users will benefit from gaining the foundational understanding of Workflow which is the basis for Exact Synergy Enterprise. End users of Exact Enterprise (ESE) Intro to Exact Synergy Enterprise Learn how to create a request in JobBOSS or ESE Accessing employee calendars and planning Managing you personal workflow Finding data in ESE Customizing your homepage in ESE Users will learn the different ways to enter customer accounts into Synergy using an import tool that is only available with Synergy. They will also learn how Synergy and JobBOSS work together to keep existing accounts up to date. Additionally, users will also learn how to import s and create requests to track customer communications in Synergy and JobBOSS. Those users that interact with customers and generate customer communications such as logging customer calls, complaints, requests for quotes or order changes. Introduction to Synergy Enterprise for JobBOSS Users Managing Workflow with Synergy Enterprise **In order to begin using all aspects of what you will learn in this class, the Synergy Office Integration (SOI) will need to be installed by an Administrator (or user with the correct permissions) this will NOT be covered in the class** Learn how to create customers manually to Synergy and how to add them into JobBOSS Learn how to upload a list of customers that you obtained from a tradeshow etc. Learn how to use MS Outlook and the Synergy Office Integration to import s to customer accounts Learn how to generate a Synergy request from Outlook to ensure that customer s/contacts are not lost in the shuffle. Delivery Method: Online This session will focus on the quote cycle and how you can use Synergy to ensure that customer requests are not lost in an folder. Additionally, by using Synergy all users have access to the customer requests as well as what has been sent out to the customer. Users will learn how Synergy requests can be customized (we will not design requests in this class, but the instructor will ensure that all attendees understands what is possible with Synergy. We offer a Defining Workflow class for request design) to fit their company s needs. Those users that interact with customers and generate customer communications such as logging customer calls, complaints, requests for quotes or order changes. Introduction to Synergy Enterprise for JobBOSS Users n Managing Workflow with Synergy Enterprise for JobBOSS Users Creating and Maintaining Customer Accounts with Synergy for JobBOSS Users **In order to begin using all aspects of what you will learn in this class, the Synergy Office Integration (SOI) will need to be installed by an Administrator (or user with the correct permissions) this will NOT be covered in the class** Review of using SOI to upload s to customer accounts and generate reminders to send out new quotes. Learn how to manage requests in Synergy. The focus will be a request for quote. Learn about the stages of a Synergy request and what each means. Review of basic searching for data and workflow management (see prerequisites list). Delivery Method: Online Duration: 2 hours CPE Credits: 2 Cost: $200/student Duration: 2 hours CPE Credits: 2 Cost: $200/student

19 TRAINING COURSE CATALOG 19 UNDERSTANDING THE JOBBOSS CRM DASHBOARD & REPORTING IN SYNERGY Users will learn how to interpret the JobBOSS CRM Dashboard in Synergy. This is a pre-defined dashboard that cannot be customized. Anyone who is involved in the customer quote process and uses Synergy. Introduction to Synergy Enterprise for JobBOSS Users Managing Workflow with Synergy Enterprise for JobBOSS Users Understand the statistics on the CRM Dashboard. Understand the options to change the statistics on the CRM Dashboard Delivery Method: Online Duration: 2 hours CPE Credits: 2 Cost: $200/student

20 JobBOSS Shop Management Solutions serve over 7,000 shops with software and business support. Since over 30 years we provide the technology and knowledge that fuels their productivity and profits, innovation and growth. JobBOSS is a job-based system designed specifically for custom and mixed-mode manufacturers an integrated, quote-to-cash solution that offers complete visibility and control of a manufacturing business. JobBOSS is an Exact product. Exact builds business software for SMEs and their accountants. Our innovative technology is aimed at specific business needs, providing an overview of today and insights into the opportunities of tomorrow. Exact inspires businesses to grow. Our 1,600 employees love, share and support our customers ambition. Like them, we aim high. Like them, we aspire to lead the way. That s how we know it s a bumpy road to success. And that s why we build software to help smooth it out, enabling our customers from all over the world to grow. JobBOSS. Shop management solutions. JobBOSS 3600 American Blvd W Bloomington, MN United States *All prices subject to change. This catalog represents currently available courses. Exact Americas reserves the right to alter the training curriculum and availability at any time. Tel: eatraining@exactamerica.com Website: jobboss.com/manufacturingservices/erp-software-training Exact Group B.V., All rights reserved. All trademarks mentioned herein belong to their respective owners. MCL500101US140

TRAINING COURSE CATALOG

TRAINING COURSE CATALOG Exact JobBOSS TRAINING COURSE CATALOG Classroom Workshops, Online Training and Exact JobBOSS Learning Pass. www.jobboss.exactamerica.com Exact JobBOSS Training 1 Traditional Classroom Training Exact JobBOSS

More information

JOBBOSS SOFTWARE IMPLEMENTATION OVERVIEW

JOBBOSS SOFTWARE IMPLEMENTATION OVERVIEW JOBBOSS SOFTWARE IMPLEMENTATION OVERVIEW www.jobboss.com CONSULTING AND TRAINING DRIVES RESULTS AND SUCCESS Based on 1,000 s of successful JobBOSS implementations, we know that achieving results from any

More information

Sage UK Sage Enterprise Management Training Curriculum

Sage UK Sage Enterprise Management Training Curriculum Sage UK Sage Enterprise Management Training Curriculum Table of Contents - Getting Started: Introduction 2 Getting Started: Using the Solution - Common Data 3 3 4 Advanced 5 Using the Solution: Financials

More information

Financial Edge Distance Learning

Financial Edge Distance Learning With this popular option, a Blackbaud instructor will help you perfect your software skills in a live, interactive group setting. It s convenient all you need is a web browser, a PC headset, and a few

More information

Financial Performance Management

Financial Performance Management Financial Performance Management Prologue Financials Self-Paced Catalog 2019 Table of Contents Financial Management Solutions Training from Fiserv... 3 Online Learning Curriculums (for Version 10)... 4

More information

Financial Performance Management. Prologue Financials Training Catalog

Financial Performance Management. Prologue Financials Training Catalog Financial Performance Management Prologue Financials Training Catalog January 2018 March 2018 Table of Contents Financial Management Solutions Training from Fiserv... 3 Online Learning Curriculums (for

More information

SAP Business One designed for all your small and midsize company s needs

SAP Business One designed for all your small and midsize company s needs SAP Business One designed for all your small and midsize company s needs Whatever your business we ve got you covered Affordable low total cost of ownership Industry solutions tailored to your needs Comprehensive

More information

Training Packages for Enterprise IQ Software

Training Packages for Enterprise IQ Software Training Packages for Enterprise IQ Software For more information please contact us at info@arisoftglobal.com. Financial Modules - GL, AR and AP Customer billing cycle, including maintaining master customer

More information

Step inside your new look business with SAP Business One. SAP Solution Brief SAP Solutions for Small Midsize Businesses

Step inside your new look business with SAP Business One. SAP Solution Brief SAP Solutions for Small Midsize Businesses Step inside your new look business with SAP Business One SAP Solution Brief SAP Solutions for Small Midsize Businesses SAP Business One designed for all your small and midsize company s needs Whatever

More information

QT9 ERP Job Management Software. Compliance. Paperless. User Friendly. Powerful.

QT9 ERP Job Management Software. Compliance. Paperless. User Friendly. Powerful. Compliance. Paperless. User Friendly. Powerful. SOFTWARE FEATURES Email Alerting Configure email alerts for inventory level of both your raw materials and your finished goods Outlook Integration Create

More information

Workforce HR and Workforce Payroll 8.0

Workforce HR and Workforce Payroll 8.0 Learning Path Workforce HR and Workforce Payroll 8.0 Key: Virtual or On-site Classroom KnowledgePass Self-Study Course Level: Introductory Intermediate Advanced Project Team Payroll Managers Payroll Administrators

More information

Step inside your new look business with SAP Business One. SAP Solution Brief SAP Solutions for Small Midsize Businesses

Step inside your new look business with SAP Business One. SAP Solution Brief SAP Solutions for Small Midsize Businesses Step inside your new look business with SAP Business One SAP Solution Brief SAP Solutions for Small Midsize Businesses NEC Corporation (Thailand) Ltd. 3 Rajanakarn Building, 22nd Floor and

More information

License comparison chart for SAP Business One

License comparison chart for SAP Business One PUBLIC License comparison chart for SAP Business One Starter Package Edition Professional Edition Module Functionality Starter Package User Professional Limited Limited (CRM) (Logistics) Limited (Financials)

More information

ACCPAC FUNDAMENTALS. 1. It offers powerful analysis and reporting tools for accounting, finance, and auditing endusers

ACCPAC FUNDAMENTALS. 1. It offers powerful analysis and reporting tools for accounting, finance, and auditing endusers ACCPAC FUNDAMENTALS A. FEATURES OF ACCPAC SYSTEM ACCPAC System The ACCPAC for Windows Series is a Windows accounting software, which provides a comprehensive business management solution for corporate

More information

Caron Business Solutions Course Catalogue

Caron Business Solutions Course Catalogue Course Catalogue Inc. Table of Contents Table of Contents Introduction... 3 Our Learning Path... 3 Getting Started Series... 3 Getting the Most Series... 4 Refresher Series... 4 Extending Your Knowledge

More information

Supply Chain Management. Keep up with demand and ensure optimal efficiency through real-time monitoring of inventory status

Supply Chain Management. Keep up with demand and ensure optimal efficiency through real-time monitoring of inventory status Supply Chain Management Keep up with demand and ensure optimal efficiency through real-time monitoring of inventory status Contents Purchasing 3 Business Partners and Products 3 Flexible Pricing Rules

More information

End-to-end Business Management Solution for Small to Mid-sized Businesses

End-to-end Business Management Solution for Small to Mid-sized Businesses End-to-end Business Management Solution for Small to Mid-sized Businesses Successfully manage and grow your business with a comprehensive, simple, total business management solution for SMBs. The SAP Business

More information

End User Training Curriculum Sage Evolution Premium Administrator Course (Learning Unit 3)

End User Training Curriculum Sage Evolution Premium Administrator Course (Learning Unit 3) End User Training Curriculum Sage Evolution Premium Administrator Course (Learning Unit 3) This comprehensive training course covers the activities that an administrator will perform in a Sage Evolution

More information

BUSINESS ESSENTIALS AND ADVANCED MANAGEMENT

BUSINESS ESSENTIALS AND ADVANCED MANAGEMENT INTRODUCTION People drive business results; amplify their impact and you can achieve greater success. At Microsoft, we believe that when people are equipped with the right tools, they can surmount even

More information

Sage Peachtree Product Overview. New! Sage Peachtree 2012

Sage Peachtree Product Overview. New! Sage Peachtree 2012 Sage Peachtree 2009 2012 Product Overview New! Sage Peachtree 2012 Sage Peachtree is the accurate, easy-to-use accounting software that provides the insights and control you need. With the Sage Peachtree

More information

Exact Macola Distribution Pro. Transform your business into an automated, high-yield, efficient operation

Exact Macola Distribution Pro. Transform your business into an automated, high-yield, efficient operation Exact Macola Distribution Pro Transform your business into an automated, high-yield, efficient operation Macola Distribution Pro makes it easy to get started and is cost effective to implement Macola Distribution

More information

SAP Business One for NGO s Step inside your new look business

SAP Business One for NGO s Step inside your new look business SAP Business One for NGO s Step inside your new look business SAP Business One designed for your small and midsize company s needs Whatever your business, we ve got you covered Affordable low total cost

More information

COURSE RECOMMENDATION BY PROCESS/WORKFLOW

COURSE RECOMMENDATION BY PROCESS/WORKFLOW COURSE RECOMMENDATION BY PROCESS/WORKFLOW Disclaimer Copyright 2019 by IQMS All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means,

More information

Exact Macola Manufacturing Pro. Deliver continuous process improvement and increase profitability in every area of your business

Exact Macola Manufacturing Pro. Deliver continuous process improvement and increase profitability in every area of your business Exact Macola Manufacturing Pro Deliver continuous process improvement and increase profitability in every area of your business Macola Manufacturing Pro lowers the total cost of ownership for serious manufacturing

More information

The very Best Cool Solutions for Infor XA Users!

The very Best Cool Solutions for Infor XA Users! The very Best Cool Solutions for Infor XA Users! 1. Engineering Change Management System 2. Express Project Management 3. Excel to General Ledger Journal Entries (IFM and AM) 4. Electronic Requisition

More information

Connect 2018 ProcessPro Breakout Descriptions

Connect 2018 ProcessPro Breakout Descriptions PROCESSPRO GLOBAL Accounts Payable (Global) Join us to start your knowledge about Accounts Payable. We ll take a basic approach to AP by learning frequent functions of the transaction cycle. We ll also

More information

Microsoft Dynamics 365 for Financials. CAPABILITIES GUIDE Fall 2016

Microsoft Dynamics 365 for Financials. CAPABILITIES GUIDE Fall 2016 Microsoft CAPABILITIES GUIDE Fall 2016 Microsoft THE BETTER WAY TO CONNECT YOUR BUSINESS Microsoft is a business management solution that s connecting people and processes like never before. From day one,

More information

Product Training Schedule

Product Training Schedule Product Training Schedule January - April 2008 IPS-Sendero s instructors are specialists who use the products on a daily basis. Our hands-on approach to training allows you to maximize your learning experience

More information

LICENSE COMPARISON CHART FOR SAP BUSINESS ONE USER TYPES

LICENSE COMPARISON CHART FOR SAP BUSINESS ONE USER TYPES LICENSE COMPARISON CHART FOR SAP BUSINESS ONE USER TYPES Module Functionality Professional $3,154 Limited CRM $1,666 Limited Limited Financials Logistics $1,666 $1,666 Administration Create New Company

More information

LICENSE BREAKDOWN SAP BUSINESS ONE v9.2

LICENSE BREAKDOWN SAP BUSINESS ONE v9.2 DATA SHEET LICENSE BREAKDOWN SAP BUSINESS ONE v9.2 LICENSE BREAKDOWN SAP BUSINESS ONE v9.2 SAP Business One is based on a named user licensing model, in which each license is granted to a specific user

More information

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central Microsoft Dynamics 365 Business Central Capability Guide Dynamics 365 BC Premium: Everything in Essential Service Management Manufacturing Microsoft Dynamics 365 Business Central is a comprehensive business

More information

Microsoft Dynamics 365 for Finance and Operations, Business edition CAPABILITIES GUIDE

Microsoft Dynamics 365 for Finance and Operations, Business edition CAPABILITIES GUIDE Microsoft, Business edition CAPABILITIES GUIDE Microsoft THE BETTER WAY TO CONNECT YOUR BUSINESS Microsoft is a business management solution that s connecting people and processes like never before. From

More information

v10.5 Enhancements List

v10.5 Enhancements List General System Changes Business Rules The Options & Interfaces functionality from each application has been moved to a centralized System Manager function called Business Rules. Forms Control You can now

More information

transactions, 298 transfers, 237 vendors, 223 entering bills, 174 payments, 201 addresses, Company Information,

transactions, 298 transfers, 237 vendors, 223 entering bills, 174 payments, 201 addresses, Company Information, index A accepting credit cards, 358-359 license agreements, 27 access files, 369 firewalls, 23 Access importing, 49 integration, 3, 363-365 accountant reviews, 306-307 files creating journal entries, 316

More information

COURSE RECOMMENDATION BY ROLE

COURSE RECOMMENDATION BY ROLE COURSE RECOMMENDATION BY ROLE Contents Courses and Learning Path Recommendations by Role... 3 AP/AR/Finance... 3 Accounts Payable... 3 Account Receivable... 5 Finance... 8 Customer Service... 10 Production

More information

Sage What s New

Sage What s New Sage 100 2015.5 What s New 2016 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage Group plc

More information

Product Training. Risk & Compliance: Financial Risk Management and Financial Performance Management Solutions

Product Training. Risk & Compliance: Financial Risk Management and Financial Performance Management Solutions Product Training Risk & Compliance: Financial Risk Management and Financial Performance Management Solutions January - June 2011 Three Ways to Take Advantage of Training from Fiserv: Classroom Training

More information

Financial Transfer Guide DBA Software Inc.

Financial Transfer Guide DBA Software Inc. Contents 3 Table of Contents 1 Introduction 4 2 Why You Need the Financial Transfer 6 3 Total Control Workflow 10 4 Financial Transfer Overview 12 5 Multiple Operating Entities Setup 15 6 General Ledger

More information

MANUFACTURING ERP SOFTWARE BUYERS GUIDE

MANUFACTURING ERP SOFTWARE BUYERS GUIDE JobBOSS. Shop management solutions. MANUFACTURING ERP SOFTWARE BUYERS GUIDE A guide to selecting the right shop management system. jobboss.com 2 MANUFACTURING ERP SOFTWARE BUYERS GUIDE CHOOSING THE RIGHT

More information

Administration & Security Essentials FOR MICROSOFT DYNAMICS AX 2012 R3

Administration & Security Essentials FOR MICROSOFT DYNAMICS AX 2012 R3 Administration & Security Essentials FOR MICROSOFT DYNAMICS AX 2012 R3 Table of Contents Course Details 1 Prerequisites 1 Course Outline 4 Agenda 11 Course Details This five-day instructor-led course provides

More information

LICENSE COMPARISON CHART FOR SAP BUSINESS ONE USER TYPES

LICENSE COMPARISON CHART FOR SAP BUSINESS ONE USER TYPES Administration Create New Company Full Full Administration Choose Company Full Full Full Full Full Full Administration Exchange Rates and Indexes Full Full Full Administration System Initialization Full

More information

SEMtek. Introduction. SEMtek success story: University of Alabama at Tuscaloosa

SEMtek. Introduction. SEMtek success story: University of Alabama at Tuscaloosa SEMtek Since 1984, entrinsik has invested considerable time researching the seminar and event management industry, learning the business and developing software that would not only automate the process

More information

SAP Solution Brief SAP Solutions for Small & Medium Enterprises. Step inside your new look business with Integratech and SAP Business One

SAP Solution Brief SAP Solutions for Small & Medium Enterprises. Step inside your new look business with Integratech and SAP Business One SAP Solution Brief SAP Solutions for Small & Medium Enterprises Step inside your new look business with Integratech and SAP Business One SAP Business One designed for all your small and medium business

More information

Microsoft Dynamics 365 for Financials. CAPABILITIES GUIDE Fall 2016

Microsoft Dynamics 365 for Financials. CAPABILITIES GUIDE Fall 2016 Microsoft CAPABILITIES GUIDE Fall 2016 Microsoft THE BETTER WAY TO CONNECT YOUR BUSINESS Microsoft is a business management solution that s connecting people and processes like never before. From day one,

More information

SAP Business One User Type License Comparison SAP Business One Support: (813)

SAP Business One User Type License Comparison SAP Business One Support: (813) SAP Business One User Type License Comparison SAP Business One Support: (813) 321-1305 There are 4 types of user licenses available for SAP Business One: Professional User, Limited CRM, Limited Logistics,

More information

Complete Course Syllabus (Classes are approximately 1.5 hours) Accounting Track

Complete Course Syllabus (Classes are approximately 1.5 hours) Accounting Track Accounting Track Understanding System Accounting This class will be a general overview of the system accounting flow for those who have a lighter accounting background or just need to understand the accounting

More information

Financial Performance Management. Prologue Financials Classroom Training Catalog. January 2019 March 2019

Financial Performance Management. Prologue Financials Classroom Training Catalog. January 2019 March 2019 4 Financial Performance Management Prologue Financials Classroom Training Catalog January 2019 March 2019 Table of Contents Financial Management Solutions Training from Fiserv... 3 Virtual Classroom...

More information

Workforce HR and Workforce Payroll 8.0

Workforce HR and Workforce Payroll 8.0 Payroll Managers Payroll Administrators Configuration Specialists Application Administrators IS/IT Information Analysts Help Desk Specialists IS/IT Specialists HR Managers HR Administrators HR Recruiters

More information

Epicor ERP Project Billing - Fixed Fee Course

Epicor ERP Project Billing - Fixed Fee Course Epicor ERP 10.0.700.2 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional

More information

Microsoft Dynamics Gold Partner Microsoft Dynamics 365. Business Central (ERP)

Microsoft Dynamics Gold Partner Microsoft Dynamics 365. Business Central (ERP) Microsoft Dynamics Gold Partner Microsoft Dynamics 365 Business Central (ERP) Microsoft Dynamics ERP Connect your business, like never before Microsoft Dynamics 365 Business Central (previously called

More information

You can easily view comparative data and drill through for transaction details.

You can easily view comparative data and drill through for transaction details. analyzing financial and operational information (such as number of sales reps, occupancy rates or cycle time), giving you a very powerful business management tool that leverages your financial data. You

More information

Financial Performance Management. Prologue Financials Classroom Training Catalog

Financial Performance Management. Prologue Financials Classroom Training Catalog Financial Performance Management Prologue Financials Classroom Training Catalog October 2018 December 2018 Table of Contents Financial Management Solutions Training from Fiserv... 3 Virtual Classroom...

More information

Financial Performance Management. Prologue Financials Training Catalog

Financial Performance Management. Prologue Financials Training Catalog Financial Performance Management Prologue Financials Training Catalog October 2017 December 2017 Table of Contents Financial Management Solutions Training from Fiserv... 3 Online Learning... 4 Virtual

More information

Track 1: Sage 300 CRE Financials

Track 1: Sage 300 CRE Financials **Note on session numbering: Sessions are numbered with the track number timeslot. Track Numbers follow the top of the session grid, while the Timeslot numbers follow the left side of the grid. Please

More information

BUSINESS SOLUTIONS. An evolution for your business software

BUSINESS SOLUTIONS. An evolution for your business software BUSINESS SOLUTIONS An evolution for your business software Evolving the TRAVERSE Framework for your business TRAVERSE Global is a flexible, adaptable ERP solution that leverages the rich information and

More information

Financial Performance Management. Prologue Financials Classroom Training Catalog

Financial Performance Management. Prologue Financials Classroom Training Catalog Financial Performance Management Prologue Financials Classroom Training Catalog July 2018 September 2018 Table of Contents Financial Management Solutions Training from Fiserv... 3 Virtual Classroom...

More information

BillQuick Peachtree Integration

BillQuick Peachtree Integration Time Billing and Business Management Software Built With Your Industry Knowledge BillQuickPeachtree Integration Integration Guide BQE Software, Inc. 2601 Airport Drive Suite 380 Torrance CA 90505 Support:

More information

Step inside your new look business with SAP Business One

Step inside your new look business with SAP Business One Step inside your new look business with SAP Business One SAP Solution Brief SAP Solutions for Small Midsize Businesses 2016 SAP AG or an SAP affiliate company. All rights reserved. SAP Business One designed

More information

IBackOffice 7.3 Release Notes IBackOffice Global

IBackOffice 7.3 Release Notes IBackOffice Global IBackOffice 7.3 Release Notes IBackOffice Global New Features 1 Change Company 2 Security Groups 2 Explorer Views 3 Zoom in Report Parameters Window 3 Accounts Payable 3 Accounts Receivable 5 General Ledger

More information

Sage ERP Accpac 6.0A. SageCRM 7.1 I Integration Update Notice

Sage ERP Accpac 6.0A. SageCRM 7.1 I Integration Update Notice Sage ERP Accpac 6.0A SageCRM 7.1 I Integration Update Notice 2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and all Sage ERP Accpac product and service names mentioned herein are registered

More information

November 12-15, 2018 ARIA Resort Las Vegas, NV Training Topics. Working Draft - Subject to Change

November 12-15, 2018 ARIA Resort Las Vegas, NV Training Topics. Working Draft - Subject to Change 2018 Training Topics NEW Training Topics V16 Accounting Certification* This new IQMS certification session will take a thorough focus on key concepts and advanced features within V16 Accounting. Upon completion

More information

Step inside your new look business with SAP Business One

Step inside your new look business with SAP Business One Step inside your new look business with SAP Business One SAP Business One designed for your small and midsize company s needs Whatever your business, we ve got you covered Affordable low total cost of

More information

Hello and welcome to this overview session on SAP Business One release 9.1

Hello and welcome to this overview session on SAP Business One release 9.1 Hello and welcome to this overview session on SAP Business One release 9.1 1 The main objective of this session is to provide you a solid overview of the new features developed for SAP Business One 9.1

More information

Gain greater control over your SME with SAP Business One

Gain greater control over your SME with SAP Business One SAP Solution Brief SAP Solutions for Small Midsize Businesses Gain greater control over your SME with SAP Business One 2018 SAP SE or an SAP affiliate company. All rights reserved. SAP Business One designed

More information

Welcome to the procurement process topic.

Welcome to the procurement process topic. Welcome to the procurement process topic. 1 In this session, we will look at an overview of the procurement process. At the end, you will be able list the steps in the procurement process and purchase

More information

Advanced Accounting Software & Secure Internet Solutions. Visit us at Security Objects Definitions. Reference Manual

Advanced Accounting Software & Secure Internet Solutions. Visit us at   Security Objects Definitions. Reference Manual Advanced Accounting Software & Secure Internet Solutions Visit us at www.dpro.com Security Objects Definitions Reference Manual Version 7.3 Information in this document is subject to change without notice

More information

FEATURES IN TRIMIT FURNITURE BASED ON BUSINESS CENTRAL

FEATURES IN TRIMIT FURNITURE BASED ON BUSINESS CENTRAL FEATURES IN TRIMIT FURNITURE BASED ON BUSINESS CENTRAL Date: 14-12-2018 This document provides an overview of the most important features available in TRIMIT Furniture based on Microsoft Dynamics 365 Business

More information

Updates and Program Enhancements For DBA Classic &

Updates and Program Enhancements For DBA Classic & The enhancements, fixes and updates described below are available to users of DBA Classic version 2002.4 or 2004.1. All the features described work in the DBA Classic environment and do not require Evo-ERP.

More information

Defect Repair Report as of 9/12/2014

Defect Repair Report as of 9/12/2014 27.04 Page 1 of 16 Release Notes By Module Framework The system no longer bans you from the EFI Pace refresh screen. 27.04-512 Framework The system now recognizes the Log In Automatically setting on the

More information

TRAVERSE Food Processing & Distribution from Open Systems, Inc. is the perfect solution for large/growing manufacturers

TRAVERSE Food Processing & Distribution from Open Systems, Inc. is the perfect solution for large/growing manufacturers TRAVERSE Food Processing & Distribution from Open Systems, Inc. is the perfect solution for large/growing manufacturers Food Processing and Distribution Solution The TRAVERSE Food Processing and Distribution

More information

Infor VISUAL. Introduction. Statement of direction

Infor VISUAL. Introduction. Statement of direction Statement of direction Infor VISUAL Introduction Infor VISUAL continues to change the way that manufacturers especially those who specialize in complex, make-to-order sales tackle the challenges of a global

More information

Sage MAS 90 and 200 Product Update 2 Delivers Added Value!

Sage MAS 90 and 200 Product Update 2 Delivers Added Value! Sage MAS 90 and 200 Product Update 2 Delivers Added Value! The second Sage MAS 90 and 200 4.4 Product Update 4.40.0.2 is available via a compact download from Sage Online. Delivering additional features

More information

YardiForum ACCOUNTING/FINANCE AFFORDABLE HOUSING & PHA/2016. November 17 18, Atlanta, Georgia. AC131 Voyager Bank Reconciliation

YardiForum ACCOUNTING/FINANCE AFFORDABLE HOUSING & PHA/2016. November 17 18, Atlanta, Georgia. AC131 Voyager Bank Reconciliation YardiForum AFFORDABLE HOUSING & PHA/2016 November 17 18, Atlanta, Georgia Please note that this course list is subject to change. ACCOUNTING/FINANCE AC131 Voyager Bank Reconciliation Learn how Voyager

More information

go vertical. for Microsoft Dynamics AX About MBS Dev Professional Microsoft Dynamics AX Partner Wholesale Distribution Suite

go vertical. for Microsoft Dynamics AX About MBS Dev Professional Microsoft Dynamics AX Partner Wholesale Distribution Suite WDS Professional Microsoft Dynamics AX Partner Improve Quality Increase Competitive Edge Enhance Service Deliver Fast Reliable Solutions Wholesale Distribution Suite High Volume Distribution (HVD) Executive

More information

Pro Series Manufacturing

Pro Series Manufacturing Pro Series Manufacturing Ultimate Flexibility ACCPAC Pro Series Manufacturing has the built-in flexibility you need to customize and modify your system. With advanced tools and full source code availability,

More information

BillQuick-Sage 50 Integration Guide 2017

BillQuick-Sage 50 Integration Guide 2017 BillQuick-Sage 50 Integration Guide 2017 (866) 945-1595 www.bqe.com info@bqe.com CONTENTS INTRODUCTION 1 HOW TO USE THIS GUIDE 1 SOFTWARE EDITIONS SUPPORTED 1 HOW INTEGRATION WORKS 2 INTEGRATION RULES

More information

IBM TRIRIGA Version 10 Release 4.0. Procurement Management User Guide

IBM TRIRIGA Version 10 Release 4.0. Procurement Management User Guide IBM TRIRIGA Version 10 Release 4.0 Procurement Management User Guide Note Before using this information and the product it supports, read the information in Notices on page 29. This edition applies to

More information

Sage 100 ERP 2015 What s New

Sage 100 ERP 2015 What s New Sage 100 ERP 2015 What s New Global Enhancements Migration Changes If you are converting data for a company using the Purchase Order module, a message appears asking if you want to retain purchase order

More information

Sage 500 New Features Summary

Sage 500 New Features Summary Sage 500 New Features Summary 2017 Release March 2017 10/16/2017 1 Maximize operational efficiency and increase productivity and profitability across every aspect of your business. Finance and Accounting

More information

it s project management integrated. intuitive. intelligent

it s project management integrated. intuitive. intelligent ipm it s project management integrated. intuitive. intelligent IPM, by Enabling IP, is a next generation project management suite that provides a scalable solution with all the functionality needed to

More information

Progressus PSA: Capabilities That Drive Your People to Perform

Progressus PSA: Capabilities That Drive Your People to Perform Progressus PSA: Capabilities That Drive Your People to Perform It s All About the People Progressus PSA is people-centric, cloud power for emerging professional services firms and project-based businesses

More information

QuickBooks Premier 2018 Level 1

QuickBooks Premier 2018 Level 1 Courseware 1767 QuickBooks Premier 2018 Level 1 Accounting Series Course Description This course introduces basic accounting tasks using the Canadian version of QuickBooks Premier Accountant Edition 2018.

More information

Sage ERP Accpac 6.0A. What's New

Sage ERP Accpac 6.0A. What's New Sage ERP Accpac 6.0A What's New Copyright 2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and all Sage ERP Accpac product and service names mentioned herein are registered trademarks

More information

Release 11 Feature Highlights

Release 11 Feature Highlights Release 11 Feature This document summarizes a handful of top-level features of each module and component. Module / Component Common / Overall Feature Multi-user and multi-company Robust & Reliable - Microsoft

More information

SAGE ACCPAC. Sage Accpac ERP. Converting from Simply Accounting by Sage

SAGE ACCPAC. Sage Accpac ERP. Converting from Simply Accounting by Sage SAGE ACCPAC Sage Accpac ERP Converting from Simply Accounting by Sage 2008 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and all Sage Accpac product and service names are

More information

Sage 300 ERP Sage CRM 7.1 Integration Upgrade Guide

Sage 300 ERP Sage CRM 7.1 Integration Upgrade Guide Sage 300 ERP 2012 Sage CRM 7.1 Integration Upgrade Guide This is a publication of Sage Software, Inc. Version 2012 Copyright 2012. Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the

More information

Sage BusinessVision Accounting Release Guide: Even More Ways to Improve Efficiency and Better Manage Your Business

Sage BusinessVision Accounting Release Guide: Even More Ways to Improve Efficiency and Better Manage Your Business 2009 Release Guide: Even More Ways to Improve Efficiency and Better Manage Your Business Accounts Receivable Maintaining cash flow is vital to any business at any time, especially in an economic turndown,

More information

Sage 50 Premium Accounting 2017 Level 1

Sage 50 Premium Accounting 2017 Level 1 Courseware 1665 Sage 50 Premium Accounting 2017 Level 1 Course Description This is an introduction to accomplishing basic accounting tasks using Sage 50 Premium Accounting 2017. Students will begin with

More information

TRAVERSE Enhancements. v 10.5

TRAVERSE Enhancements. v 10.5 TRAVERSE Enhancements This booklet gives you a first look at the enhancements and features of TRAVERSE 10.5 from Open Systems, Inc. Michael Bertini CEO Open Systems, Inc. Aged Trial Balance Inquiry Check

More information

NetSuite SuiteFoundation Study Guide: June2018

NetSuite SuiteFoundation Study Guide: June2018 1 NetSuite SuiteFoundation Exam Study Guide: June 2018 2 Contents About the SuiteFoundation Exam... 4 Description of a Qualified Candidate:... 4 Maintaining Your SuiteFoundation status:... 4 Recommended

More information

Sage ERP Accpac 6.0A. SageCRM 7.0 I Integration Update Notice

Sage ERP Accpac 6.0A. SageCRM 7.0 I Integration Update Notice Sage ERP Accpac 6.0A SageCRM 7.0 I Integration Update Notice 2010 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and all Sage ERP Accpac product and service names mentioned herein are registered

More information

Brokers Plus Modules &

Brokers Plus Modules & Brokers Plus System Features 1 Brokers Plus Modules & Brokers Plus System Features 2 Functions Brokers Plus System Features 3 Brokers Plus Modules & Functions... 1 1 CRM / Project Mgmt - cptracker Enterprise...

More information

Sage 500 ERP Sample Reports. Thursday, January 26, 2017

Sage 500 ERP Sample Reports. Thursday, January 26, 2017 Sage 500 ERP 2017 Sample Reports Thursday, January 26, 2017 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the

More information

YardiForum SENIOR LIVING /201 7

YardiForum SENIOR LIVING /201 7 YardiForum SENIOR LIVING /201 7 COURSE DESCRIPTIONS Accounting AC050 Financial Reporting Overview This course is an overview of financial reporting options available in Voyager. After a brief presentation

More information

Professional Software, Inc. MAS 90 / MAS 200 VERSION 4.4 CLASS OUTLINE April 20, 2010

Professional Software, Inc. MAS 90 / MAS 200 VERSION 4.4 CLASS OUTLINE April 20, 2010 Professional Software, Inc. MAS 90 / MAS 200 VERSION 4.4 CLASS OUTLINE April 20, 2010 The Business Framework evolution is nearly complete. Modules that are Business Framework ready: General Ledger (4.0)

More information

Pentagon 2000 Software. Month End Closing Procedures. Version 8.0

Pentagon 2000 Software. Month End Closing Procedures. Version 8.0 PENTAGON2000 Software, Inc. QUICK REFERENCE GUIDE Pentagon 2000 Software Month End Closing Procedures Version 8.0 Pentagon 2000 Software, Inc. 15 West 34 th Street 5th Floor New York, NY 10001 Important:

More information

Infor VISUAL 9 Features & Benefits through VE 9 R3. Copyright Infor. All Rights Reserved.

Infor VISUAL 9 Features & Benefits through VE 9 R3. Copyright Infor. All Rights Reserved. Infor VISUAL 9 s & Benefits through VE 9 R3 1 Core Business s 2 Lifecycle Notifications s Send e-mail notification when sales and purchasing events occur Determine notification points at the business partner

More information

AVANTUS TRAINING PTE LTD

AVANTUS TRAINING PTE LTD Manufacturing II in Microsoft Dynamics NAV 2009 Course 80261A: 3 Days; Instructor-Led About this Course This three-day course explores the advanced manufacturing functionality of Microsoft Dynamics NAV

More information

Material available on web at

Material available on web at Material available on web at http://gtumcain.wordpress.com Major topics Modules of ERP Human Resources Management Financial Management Inventory Management Quality Management Sales and Distribution (Murlidhar

More information

Microsoft Dynamics GP. Purchase Order Processing

Microsoft Dynamics GP. Purchase Order Processing Microsoft Dynamics GP Purchase Order Processing Copyright Copyright 2012 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this

More information